Aquire Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$442,871
Net value change ($000)
+6,541 (1.5%)
New positions
3
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAU 8,174 4.4%
DFAI 2,396 4.4%
DFAE 773 1.7%
NVDA 376 20.6%
EXXONMOBIL HOLDINGS CORP 282 NEW
AAPL 254 18.2%
VOO 220 23.0%
IWM 211 NEW
VXUS 208 NEW
VONG 200 11.2%
Top Reduces (Value $000, Stocks/ETFs)
SPTM -690 -1.6%
SPDW -597 -4.5%
MUB -570 -5.6%
DFAC -556 -21.9%
TFLO -490 -5.5%
AGG -450 -3.5%
SPEM -427 -4.3%
SPIP -343 -6.5%
TFI -319 -11.6%
SPIB -255 -4.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 381 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type